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Asset Planning Inc’s Carrier Global CARR Stock Holding History

Asset Planning Inc’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3K Sell
41
-253
-86% -$18.5K ﹤0.01% 261
2025
Q1 		$18.6K Hold
294
– – 0.01% 212
2024
Q4 		$20.1K Buy
+294
New +$20.1K 0.02% 209